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Nonprofiteer
← UNITED WAY OF MARTIN COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY OF MARTIN COUNTY INC.

Totals

Total revenue
$2,895,269
Total expenses
$2,484,562
Contributions and grants received
$2,774,046
Grants paid
$1,068,592
Program service revenue
$0
Investment income
$112,312
Other revenue
$8,911
Total assets, end of year
$3,593,262
Total liabilities, end of year
$1,533,967
Net assets or fund balances, end of year
$2,059,295
Program services expenses (Part IX)
$2,097,199
Management and general expenses
$285,040
Fundraising expenses
$102,323
Program service expenses (Part III)
$2,097,199

Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $175,478

  • 1f · All other contributions, gifts and grants

    $2,598,568

  • 1g · Noncash contributions included above

    $22,417

  • 3 · Investment income

    total $112,303 · excluded $112,303

  • 7a · Gross sales of assets other than inventory

    securities $10,000

  • 7b · Less cost or other basis and sales expenses

    securities $9,991

  • 7c · Gain or loss

    securities $9

  • 7d · Net gain or loss

    total $9 · excluded $9

  • 8a · Fundraising events: gross income

    $20,336

  • 8b · Fundraising events: direct expenses

    $11,425

  • 8c · Net income from fundraising events

    total $8,911 · excluded $8,911

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,068,592 · program services $1,068,592

  • 5 · Compensation of officers, directors and key employees

    total $189,773 · program services $125,250 · management and general $56,932 · fundraising $7,591

  • 7 · Other salaries and wages

    total $332,434 · program services $181,391 · management and general $97,387 · fundraising $53,656

  • 9 · Other employee benefits

    total $89,656 · program services $50,460 · management and general $28,059 · fundraising $11,137

  • 10 · Payroll taxes

    total $41,190 · program services $24,120 · management and general $12,220 · fundraising $4,850

  • 11c · Fees: accounting

    total $7,000 · program services $3,358 · management and general $2,607 · fundraising $1,035

  • 16 · Occupancy

    total $67,489 · program services $39,775 · management and general $19,813 · fundraising $7,901

  • 17 · Travel

    total $3,894 · program services $2,139 · management and general $1,257 · fundraising $498

  • 22 · Depreciation, depletion and amortization

    total $7,242 · program services $3,475 · management and general $2,697 · fundraising $1,070

  • 23 · Insurance

    total $12,357 · program services $7,825 · management and general $3,245 · fundraising $1,287

  • 24a · Other expenses: DONOR DESIGNATED PASS T

    total $234,365 · program services $234,365

  • 24b · Other expenses: SPECIFIC ASSISTANCE

    total $168,373 · program services $168,373

  • 24c · Other expenses: PROFESSIONAL SERVICES/C

    total $101,658 · program services $45,683 · management and general $35,269 · fundraising $20,706

  • 24d · Other expenses: UNITED WAY DUES

    total $45,825 · program services $45,825

  • 24e · All other expenses

    total $114,714 · program services $96,568 · management and general $25,554 · fundraising -$7,408

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,421 · end of year $16,106

  • 2 · Savings and temporary cash investments

    beginning of year $1,887,477 · end of year $2,166,439

  • 3 · Pledges and grants receivable

    beginning of year $457,471 · end of year $539,237

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,713 · end of year $20,756

  • 10a · Land, buildings and equipment: cost or other basis

    $98,195

  • 10b · Land, buildings and equipment: accumulated depreciation

    $88,667

  • 10c · Land, buildings and equipment, net

    beginning of year $16,769 · end of year $9,528

  • 15 · Other assets

    beginning of year $695,166 · end of year $841,196

  • 17 · Accounts payable and accrued expenses

    beginning of year $79,764 · end of year $88,098

  • 18 · Grants payable

    beginning of year $1,061,081 · end of year $1,162,172

  • 25 · Other liabilities

    beginning of year $341,708 · end of year $283,697

  • 27 · Net assets without donor restrictions

    beginning of year $1,414,553 · end of year $1,691,576

  • 28 · Net assets with donor restrictions

    beginning of year $230,911 · end of year $367,719

Mission and programs · 2024

Mission

THROUGH FUNDRAISING, VOLUNTEERISM, AND ADVOCACY, UNITED WAY BRINGS THE COMMUNITY TOGETHER TO LEVERAGE THE RESOURCES NEEDED TO TAKE ACTION ON HUMAN CARE NEEDS AND IMPROVE THE QUALITY OF LIFE FOR MARTIN COUNTY RESIDENTS.

  • GRANTS - UNITED WAY INVESTS FUNDS IN PROGRAMS FOCUSING ON EDUCATION, FINANCIAL SECURITY AND HEALTH THAT ARE IDENTIFIED IN MARTIN COUNTY. THE BOARD OF DIRECTORS DETERMINES ANNUAL FUNDING PRIORITIES AND FUNDING AVAILABLE FOR DISTRIBUTION. ANY AGENCY THAT SERVES THE RESIDENTS OF MARTIN COUNTY THAT IS A 501(C)(3) ORGANIZATION AND ANY QUALIFYING PUBLIC ENTITIES ARE ELIGIBLE TO SUBMIT GRANT REQUESTS FOR FUNDING CONSIDERATION. FOR THE REPORTING YEAR, APPLICATIONS WERE REVIEWED BY A DIVERSE GROUP OF 37 LOCAL VOLUNTEERS DONATING 339 HOURS OF TIME TO THE CITIZEN GRANT REVIEW PROCESS. THE VOLUNTEERS EVALUATED GRANT REQUESTS, DID A SITE TOUR AND THEN MADE A RECOMMENDATION BASED ON HOW THE PROGRAM MET SPECIFIC OUTCOME OBJECTIVES AND OPERATED IN A COST EFFECTIVE MANNER. THE BOARD OF DIRECTORS APPROVED FUNDING TO 38 EXTERNAL PROGRAMS.

    Expenses $1,045,001 · Grants $1,045,001

  • OTHER PROGRAM RELATED DISTRIBUTIONS - UNITED WAY PROVIDES DIRECT PROGRAM SERVICES FOR THE RESIDENTS OF MARTIN COUNTY INCLUDING EMERGENCY RENT/MORTGAGE AND UTILITY ASSISTANCE TO WORKING RESIDENTS IN NEED OF A HELPING HAND-UP; FREE TRANSPORTATION FOR HEALTH, EMPLOYMENT, FOOD AND OTHER CRITICAL SERVICES FOR THOSE FACING TRANSPORTATION BARRIERS; AND HOLIDAY ASSISTANCE TO OVER 900 FAMILIES WHICH INCLUDES TOYS, BIKES AND FOOD FOR A HOLIDAY MEAL.

    Expenses $230,251 · Grants $23,591

  • VOLUNTEER UNITED - UNITED WAY OFFERS A FULL SERVICE VOLUNTEER CENTER THAT ENGAGES INDIVIDUALS, SENIORS, FAMILIES, BUSINESSES, AND CIVIC GROUPS IN VOLUNTEER EFFORTS THAT HELP STRENGTHEN MARTIN COUNTY AND ITS NONPROFIT AGENCIES. PROJECTS OPERATED THROUGH VOLUNTEER UNITED INCLUDE THE ANNUAL UNITED WAY HOLIDAY PROJECT, AMERICORPS SENIORS, THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM, AND THE COORDINATION OF SERVICE PROJECTS AT THE REQUEST OF LOCAL EMPLOYERS AND SERVICE ORGANIZATIONS.

    Expenses $196,923

  • COMMUNITY FUND DISTRIBUTION - THIS PROGRAM MANAGES THE VOLUNTEER CITIZEN REVIEW PROCESS WHICH CONSIDERS ALL AVAILABLE RESOURCES AND COMMUNITY NEEDS FOR HUMAN CARE IN THE ALLOCATION OF UNITED WAY FUNDS.

    Expenses $625,024

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Borlaug

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    2
  • Mark Roberts

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Blake Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Bryan Garner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Stephen Quintyne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Derek Ortado

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Stephanie Quirantes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Geoff Lieberman

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Natalie Desmangles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Chuck Shaffer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • David Sarno

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Tony Lavargna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Taryn Kryzda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Amy Bottegal

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Tamara Matthew

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Mary Anne Cannon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jennifer Salas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Muffin Adamiak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Richard Losardo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Michael Maine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Josh Ferraro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Nimesh Patel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Carol Houwaart-Diez

    PRESIDENT & CEO

    Total calculated
    $213,492
    From this org
    $165,614
    From related orgs
    $0
    Other
    $47,878
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $165,614
    Bonus
    $0
    Other
    $0
    Deferred
    $13,932
    Nontaxable benefits
    $33,946
    Filer's total
    $213,492

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • PROJECT HOPE / FOOD PANTRY / ENRICHMENT CENTERS

  • ADULT DAY CLUB/MEALS ON WHEELS/SENIOR SERVICES NAVIGATOR

  • THE SALVATION ARMY

    $84,402

    BASIC NEEDS ASSISTANCE/COMPASSION HOUSE

  • THERAPEUTIC SERVICES/TARGETED CASE MANAGEMENT WILLOUGHBY LEARING CENTER

  • ARC OF MARTIN COUNTY

    $82,000

    ABLE PROGRAM/YOUTH AFTER SCHOOL PROGRAM/PROJECT SEARCH

  • HPS INC

    $67,500

    BABY STEPS / SUCCESSFUL FUTURES

  • FAMILY NAVIGATOR/SPECIALIZED DAY CARE CENTER

  • SAFESPACE

    $55,000

    DOMESTIC VIOLENCE SHELTER

  • ADULT BEHAVIORAL SERVICES PROGRAM

  • MARTIN COUNTY HEALTHY START

    $41,000

    MATERNAL CARE SERVICES/FATHER & CHILD RESOURCE CENTER

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202621319349301847

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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